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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% -0.05% 888.57M 61742.87
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.91% 42.00% -397.09M Upgrade

Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. The Fund will invest at least 80% of its total assets in equity securities, including common stock, issued by US-based publicly listed companies that provide high shareholder yield, which is the totality of returns realized by an investor in a company's stock.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Cambria
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
26.97%
13.53%
48.30%
-6.12%
16.47%
3.37%
3.94%
5.04%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.97%
25.41%
2.31%
36.94%
-3.93%
17.38%
7.65%
14.78%
3.47%
27.45%
2.26%
37.13%
-3.62%
11.12%
11.61%
7.72%
4.01%
23.31%
-5.45%
30.27%
-4.74%
14.03%
14.20%
3.87%
3.49%
As of January 13, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.64%
Stock 98.44%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other 0.72%
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Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. The Fund will invest at least 80% of its total assets in equity securities, including common stock, issued by US-based publicly listed companies that provide high shareholder yield, which is the totality of returns realized by an investor in a company's stock.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Cambria
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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